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Richard Rock

SVP Investment Advisor

Balboa Wealth Partners

United States, California, Orange County

About Me

Richard Rock has been a financial advisor since 1996. He launched his career at Dean Witter in Laguna Hills, CA, after graduating with an Economics degree from UC San Diego. Throughout his career, Richard has guided his clients through all types of markets always working hard to provide them with sound advice to help achieve their goals, whether that be growing their investment portfolios, generating additional income in retirement, or future planning for children and grandchildren. Through two and half decades of experience as an investment advisor and wealth manager, Richard has garnered a great deal of knowledge and experience with which to serve his clients. He has always placed his c

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Profile Information

SVP Investment Advisor

Balboa Wealth Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orange County

California

United States

Sep 28, 2024

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